Merit Financial Group, LLC
Top Portfolio Positions
1,357 positions ·
$4,681,519,993 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,009,481 | $256,196,179 | 5.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
383,592 | $249,465,220 | 5.33% | |
| NVDA |
Nvidia Corp
Technology
|
1,145,825 | $199,831,877 | 4.27% | |
| MSFT |
Microsoft Corp
Technology
|
431,780 | $159,831,998 | 3.41% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
234,335 | $135,253,473 | 2.89% | |
| AVGO |
Broadcom Inc.
Technology
|
343,693 | $106,376,416 | 2.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
502,724 | $104,702,325 | 2.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
338,760 | $97,413,822 | 2.08% | |
| UPS |
United Parcel Service Inc
Industrials
|
855,920 | $84,205,406 | 1.80% | |
| XOM |
Exxon Mobil Corp
Energy
|
385,315 | $65,372,541 | 1.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UPS
Shares Held
Position Value (USD)
31 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,191,502 | 815,120 | Shares | Other | 2026-04-15 | |
| 2026-03-31 | $4,013,904 | 40,800 | Put | Other | 2026-04-15 | |
| 2025-12-31 | $4,076,709 | 41,100 | Put | Other | 2026-01-26 | |
| 2025-12-31 | $82,096,187 | 827,666 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,408,024 | 40,800 | Put | Sole | 2025-10-20 | |
| 2025-09-30 | $70,068,722 | 838,845 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,118,352 | 40,800 | Put | Sole | 2025-07-22 | |
| 2025-06-30 | $86,858,163 | 860,493 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $94,924,669 | 863,030 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $106,957,263 | 848,194 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $127,771,849 | 937,156 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $121,321,767 | 886,531 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $133,974,636 | 901,397 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $138,605,163 | 881,544 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $138,865,518 | 890,906 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $156,569,497 | 873,470 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $157,024,429 | 809,446 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $145,591,347 | 837,502 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $134,780,414 | 834,347 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $375,155,842 | 2,055,198 | Shares | Sole | 2022-08-08 | |
| 2022-06-30 | $3,433,541 | 18,810 | Call | Sole | 2022-08-08 | |
| 2022-06-30 | $885,679 | 4,852 | Put | Sole | 2022-08-08 | |
| 2022-03-31 | $161,680,965 | 753,898 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,500,165 | 6,999 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,255,943 | 6,897 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,428,961 | 6,871 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,200,979 | 7,065 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,186,714 | 7,047 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,174,074 | 7,046 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $839,297 | 7,549 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $691,868 | 7,406 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||